The agenda for the NW Summit for Financial Professionals will be updated as new speakers are confirmed.
Session Objectives:
Steps you can take to defend against them
The impact of cyber threats and attacks is anticipated to reach more than $6 Trillion by 2021.
It is critical to understand the motivation for these attacks, some of the most common techniques that are being used by the cyber criminals. What are the most common forms of cyber fraud for both organizations and individuals? How does your personal cyber hygiene impact your organization?
In this session, we will discuss the drivers behind most cyber crime and the methods that are being used to perpetuate these threats. You will learn best practices for protecting your organizations against these types of attacks as well as ways you can protect yourself and your family.
“I can’t be strategic because I haven’t automated and I can’t automate because I don’t have time.” Does this describe the environment you are living in today? If so, you are not alone…
In this session we will discuss highly actionable ways to address financial automation that can create momentum to tackle the strategic initiatives of your CFO and Treasurer. By starting with low cost, low resource technologies such as RPA and APIs, your organization can gain some quick hits, both freeing up time and starting to cultivate a data-centric mindset. These experiences and project successes are the foundation for adding on strategic projects using emerging tech like Big Data and AI.
This approach will take your organization to the next level.
Objectives
Why Practitioners should attend:
As innovation of emerging technologies continues to rapidly change the face of financial services, it also has a direct impact on the back office financial operations for corporates. Practitioners will gain not only base line of the technologies that are shaping the way in which the interact with customers, suppliers and their FI but also how they operate on a day to day basis based on a new strategic imperative. The targeted audience for the Innovation Strategists that deliver this information as a corporate consultant are typically the strategic 1% of our customer base and the C Suite. it is important that all participants in the financial operations life-cycle have an awareness of how their world is shifting dramatically due the introductions of these emerging technologies.
Hitachi Vantara’s Case Study in Creating an Efficient Structure and Future Proofing Treasury
Hear from the Senior Treasury Manager at Hitachi Vantara, a US based subsidiary of Hitachi Limited, how the Treasury team set out to optimize cash and liquidity to better support its evolving and growing business needs. Hitachi Vantara’s objectives included the implementation of a multi-currency notional pooling structure, rationalizing bank partners, and automating back-end processes. The ultimate solution had to interface with STP of all payment files and enable automated reconciliation into their existing ERP system. The project took multiple years and involved a cross functional team of stakeholders working towards a common goal. Now that their cash management structure is optimized they are embarking on implementing Virtual Accounts which represents the next phase of evolution for the structure that was implemented. Attendees will hear about the benefits of the project and lessons learned from this massive undertaking.
Peer Discussion Roundtable - Thursday
What new cyber fraud issues surfaced during the Covid crisis? In the Cyber Fraud roundtable we will look at:
How did you pivot in 2020 to resolve new challenges? Have you made adjustments going into 2021? In the FX roundtable, we consider:
2020 has been the year to be fleet of foot in the Payments space to ensure that cash moves in and out of the company in optimal fashion. In this Payments roundtable, we will review:
How the Concentration of Wealth and Power Threatens the Post-Pandemic World Economy
The biggest are getting even bigger. As the coronavirus pandemic ravages the global economy, middle class workers and small businesses are losing out to powerful and politically connected elites.
But this isn’t new. Technological changes, low interest rates, government bailouts, and a growing thicket of regulations have enabled the rise of a winner-takes-all economy over the last two decades - and the consequences are beginning to make themselves felt.
In this session, we will discuss how weak growth, rising debt, social unrest and trade wars are rooted in the way modern societies distribute wealth and power - and how, through advancing the interests of elites over those of workers, leaders have unleashed forces that will shake the political landscape, distort financial markets and reshape the post-pandemic global economy in the years to come.
If you're worried about the ability to process your invoices and make your payments when you can't be in the office, you're not alone. Traditional AP challenges are now intensified, and supporting immediate needs while preparing for the future is our new reality.
Now is an ideal time to evaluate the efficacy of your payments program to ensure you aren’t missing opportunities to mitigate risk, improve supplier relationships and reduce costs. Because it's become mission critical in the current environment, Comdata wants to help you.
Join Comdata’s Barbara Baldwin, VP of Strategic Sales, and Allen Gracey, VP of Corporate Payments as they present Payments Best Practices for Remote Business Continuity:
Topics to be covered include:
Join J.P. Morgan for a fireside chat [or panel discussion] with a local Seattle tech company. The focus of the session will be on the company’s recent business transformation and the significant role that the company’s Treasury organization played in driving this change. Learn how Treasury earned a seat at the table, built a new Treasury organization and managed the significant risks associated with the new business model.
Peer Discussion Roundtable - Friday
The treasurer’s role is critical from a day-to-day strategic and tactical level, but how does the rest of the organization perceive the value that treasury brings to the table? Using real-world examples, corporate practitioners will highlight the role their treasury team plays to support the organization’s global business operations, the actions taken to ensure treasury has a consultative role during the company’s planning stages and how they ensure internal partners have Treasury on ‘Speed Dial’ at all times.
Discussion Topics:
How did your treasury technology respond during the 2020 upheaval? In the treasury technology roundtable, we will review: